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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
801
Mechanics Bank - Trust Department
California
$457K +$150K +835 +45%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$457K -$265K -1,475 -35%
CM
803
Crestline Management
Texas
$456K -$7.27M -40,530 -94%
KTM
804
Keeler Thomas Management
Utah
$453K +$538 +3 +0.1%
AM
805
Atwater Malick
Pennsylvania
$451K
SCM
806
Stevens Capital Management
Pennsylvania
$449K +$476K +2,654 New
BP
807
Ballentine Partners
Massachusetts
$447K -$85.5K -477 -15%
SSWM
808
Sheets Smith Wealth Management
North Carolina
$447K +$4.13K +23 +0.9%
WA
809
Waverly Advisors
Alabama
$446K +$155K +864 +49%
TCOV
810
Trust Company of Vermont
Vermont
$445K
VSQM
811
V-Square Quantitative Management
Illinois
$445K +$50.6K +282 +12%
FIM
812
Fernwood Investment Management
Massachusetts
$445K -$71.7K -400 -13%
MSFS
813
Main Street Financial Solutions
Pennsylvania
$442K +$717 +4 +0.2%
UCFA
814
United Capital Financial Advisors
Texas
$441K -$110K -611 -19%
IAG
815
Investmark Advisory Group
Connecticut
$441K +$467K +2,602 New
HPBT
816
Hickory Point Bank & Trust
Illinois
$439K +$465K +2,594 New
DFCM
817
Dark Forest Capital Management
Puerto Rico
$439K +$80.3K +448 +21%
MA
818
Mutual Advisors
Nebraska
$436K -$4.66K -26 -0.9%
FAIM
819
Financial Advocates Investment Management
Washington
$435K +$79.1K +441 +21%
HSA
820
HBK Sorce Advisory
Pennsylvania
$432K -$11.1K -62 -2%
SHF
821
Safe Harbor Fiduciary
Florida
$430K +$17K +95 +4%
AP
822
Advisors Preferred
Maryland
$430K +$457K +2,547 New
VBCG
823
Valley Brook Capital Group
Pennsylvania
$428K -$238K -1,327 -34%
OFS
824
Orrstown Financial Services
Pennsylvania
$427K -$8.43K -47 -2%
CAM
825
Columbia Asset Management
Michigan
$427K

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.